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How to Download an Itinerary as a PDF

How advisors and travelers can download a Tern itinerary as a PDF

Brad Turner avatar
Written by Brad Turner
Updated over 2 weeks ago

Introduction:

Your clients are able to download their travel itinerary as a PDF for easy offline access. This feature is particularly useful for those times when internet connectivity is limited. The downloadable PDF includes a cover page, detailed descriptions of all activities, and any PDF documents that are set as "Visible to Travelers" on the trip, ensuring your clients have all the necessary info at their fingertips.

This makes it even more accessible, as travelers can view key documents and itineraries without the need for an active internet connection.

Enabling PDF Downloads for Travelers:

  1. Go to the trip's Overview tab on the left sidebar.

  2. Locate the "Allow PDF Downloads" toggle on the right side of the Overview page, and switch it on.

  3. Remember to then Publish the trip to activate the PDF download feature for your clients. The option to download will then be in the upper right corner of the itinerary screen for the travelers.


    ​Note: Clients must have Full Access to the Trip and be logged in to their Tern Traveler account to see the "Save as PDF" option.

How to Download a PDF as an Advisor:

  1. Navigate to the Itinerary tab of the trip on the left sidebar.

  2. Click on the three dots to the right of the itinerary title -

3. Click the Download PDF option from the drop down menu that appears.

4. That's it! You can download an itinerary as a PDF from here at any time

Additional Notes and Troubleshooting:

  • Image Limitations: Please note that the PDF will include only one image per activity to maintain a balance between detail and file size.

  • Attachment Inclusion: Only PDF-type attachments will be included in the downloaded file.

  • Technical Troubleshooting: If you're having trouble downloading the PDF:

    • Quit and reopen your browser.

    • Perform a hard refresh (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows).

    • Clear your browser cache and attempt the download again.

  • Encrypted files may prevent the PDF from generating due to formatting and privacy restrictions. Try removing these from the itinerary before publishing and downloading the PDF.

Offline Access to Documents in Tern's Mobile App

You can access documents offline on the Tern mobile app if the page containing the document was previously loaded while connected to the internet. Simply navigate to the document through the attached document icon in the app. WiFi or data is not required to view these previously loaded documents.

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